Stuart Ferguson is not listed as a control person, but directly owns between 10% and 25% of Caleo Capital N.A.
Caleo Capital N.A. is an investment adviser based in Ponte Vedra, FL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $112 million, as filed on 7 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7863898
- Firm
- Caleo Capital N.A. · CRD 308542
- Role
- Partial Owner
- In role since
- September 2023 · 3 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Ponte Vedra, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Stuart Ferguson work?
Stuart Ferguson has been Partial Owner of Caleo Capital N.A. LLC since September 2023.
How can I verify Stuart Ferguson’s record?
Stuart Ferguson’s role is listed on Caleo Capital N.A. LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 308542.